Integration steps
Connecting Tarvent with Close is easy. Follow the steps below to get started.
- Go to Zapier and add a Tarvent trigger or action in your flow.
- Create a new connection.
- Copy your account ID. This can be found in Account > Overview. It's at the top-right corner of the page.
- Create an API key. To do this, go to Account > API Keys. Make sure to give access to the correct audiences.
- Enter the information for the connection.
- Start integrating!
These instructions are for Zapier. Tarvent also works with Make, OttoKit, Activepieces, and others. Check your integration platform for Tarvent!
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